We have over 50 years experience of administering grant making charities and foundations providing a bespoke service to meet the individual needs of our clients including but not limited to:
  • Hosting online application forms
  • Reviewing applications
  • Payment of grants
  • Monitoring grant payments and reporting
  • Maintaining charity bank accounts
  • Reviewing and monitoring investments
  • Providing financial forecasts
  • Preparation of Annual Accounts and Trustees Reports
  • Submission of Annual Returns to the Charity Commission and Companies House
  • Submission of tax returns and charity repayment claims
  • Preparation of papers for Trustee Meetings
  • Preparation of legal documentation as required

Services can be adapted to meet your particular charity’s needs.  We have the skills and experience to take the worry out of managing your charity’s day to day activities and will provide you with peace of mind knowing that you are meeting all the regulatory and governance obligations required of charities in today’s society.

We utilise specialist grants management and charity accounting software packages to streamline the administration process and produce professional reports and accounts.